Unclaimed
Zachary David Lebo is a financial advisor registered with Thrivent Investment Management Inc. Zachary is a registered representative for the state of Pennsylvania. Zachary has been in the industry for 1 year and 5 months as of May 2021.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
05/27/2021 - Present
Thrivent Investment Management Inc. (Camp Hill PA)
BOTH
Issued 05/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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